Senior Customer Success Manager – Banking Tech (Hybrid)

Q2; Cary (NC); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Flexible time off

Parental leave

Mentoring programs

Volunteer opportunities

Employee recognition programs

Job summary

Q2 is seeking a Senior Customer Success Manager dedicated to stewarding the success of a portfolio of leading US banks leveraging the PrecisionLender platform. In this role, you will drive measurable business outcomes for our clients by helping them unlock the full value of PrecisionLender’s relationship profitability and pricing solutions.

You will cultivate strong, multi-level relationships with clients and internal partners, developing a deep understanding of each customer’s business goals.

Qualifications

• 8+ years B2B or B2C relationship management with a Bachelor's degree
• 4+ years direct experience managing strategic accounts
• Banking or Banking software experience required
• Commercial Banking preferred
• Proven cross-sales results
• Proven executive relationship-building with C-level
• Articulate, process-minded
• Up to 25% travel

Responsibilities

• Build and maintain respectful and collaborative relationships with clients to drive retention and expansion
• Participate in final stages of new client sales and during implementation to learn client needs
• Review usage statistics and bank performance with clients to position Q2 products
• Coordinate with the account team to maintain clear client service plans
• Manage client renewals and identify additional needs for PrecisionLender/Q2
• Develop and negotiate proposals and contractual amendments
• Generate client interest in PrecisionLender/Q2 events
• Represent PrecisionLender/Q2 at client events and meetings
• Ensure security, availability, confidentiality, and privacy compliance

Skills

Relationship management

Executive-level communication

Cross-selling

Customer advocacy

Strategic account planning

Travel readiness

Education

Bachelor's degree

Tools

Salesforce

PrecisionLender

Job description

Q2 is seeking a Senior Customer Success Manager dedicated to stewarding the success of a portfolio of leading US banks leveraging the PrecisionLender platform. In this role, you will drive measurable business outcomes for our clients by helping them unlock the full value of PrecisionLender’s relationship profitability and pricing solutions.

You will cultivate strong, multi-level relationships with clients and internal partners, developing a deep understanding of each customer’s business goals.